symptoms of sciatica

Uncategorized

Qualified Small Business Deduction

by Jamie Held November 26, 2014 Business

The Qualified Small Business Deduction (“QSBD”) under Minn. Stat. § 291.03, provides an additional deduction for Minnesota estate tax purposes for the value of qualified small business property passing to a qualified heir. The statute […]

Read the full article →

Supreme Court Rules on Inherited IRAs

by Jamie Held July 17, 2014 Estate Planning 101

On June 12, 2014, the U.S. Supreme Court ruled on a divisive bankruptcy and estate planning case.  At issue was whether an individual retirement account (“IRA”) that a debtor inherited was exempt from the debtor’s […]

Read the full article →

The Bitter End

by Maggie Green March 19, 2014 Uncategorized

It’s a shocking and infrequently cited fact that the death rate among the human population in the United States is 100%. It will happen to all of us. When you think of it this way, […]

Read the full article →

Don’t be an ostrich

by Maggie Green December 2, 2013 Uncategorized

I love this article by Deborah Jacobs because it brings to the forefront some important reasons to talk about estate planning. Plus, with all of the family gatherings this holiday season, the article is timely written. Everyone […]

Read the full article →

On the lookout … financial and estate planning writers to follow

by Maggie Green September 4, 2013 Uncategorized

I love finding new estate planning authors and professional bloggers to follow. They inspire me improve my writing and help me think of better ways to discuss estate planning concepts with clients. Two women in […]

Read the full article →

Portability Revisited

by Jamie Held April 3, 2013 Uncategorized

Portability is a feature of the 2012 American Taxpayer Relief Act passed earlier this year.  It came as a welcome relief to many but there is still much confusion and skepticism surrounding this concept.

Read the full article →